Investment Q&A

• Microsoft Corporation (MSFT $486.74)
  • $486.74 P/E (TTM): 34.99X Cap: $3.65T
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Q: Hi 5i Research team, Can you please provide your analysis regarding the relative growth and competitiveness of Microsoft w/ cloud based computing. What is your opinion regarding the stocks performance for 2018? Is there one tech stock that you expect will outperform Microsoft over the next year and why? Thank you, Linda

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Read Answer Asked by Linda on October 27, 2017

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: I picked up half a position on this stock on your suggestion. It ran up and away from me and I never got the gumption to buy the other half. It has been a nonstop mess of news/deals/upgrades right up into today. What do you think of it after today? That money I've set aside is burning a hole in my pocket!

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Read Answer Asked by Gerald on October 27, 2017

• Quarterhill Inc. (QTRH $0.92)
  • $0.92 Cap: $110M
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Q: Peter and team can give me your opinion on this company , it was formerly {win} .

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Read Answer Asked by James on October 27, 2017

• Ichor Holdings (ICHR $16.54)
  • $16.54 Cap: $577M
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Q: Why has this stocked dropped so much this past week? Do you have any news? Is it time to sell?

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Read Answer Asked by Paul on October 26, 2017

• NVIDIA Corporation (NVDA $179.92)
  • $179.92 P/E (TTM): 50.43X Cap: $4.30T
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Q: Please advise when NVDA is expected to issue its quarterly earnings release. Please also advise what the consensus is for earnings, revenue etc.

Thank you, Peter

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Read Answer Asked by Peter on October 25, 2017

• Northrop Grumman Corporation (NOC $545.51)
  • $545.51 P/E (TTM): 20.58X Cap: $81.93B
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• Raytheon Company (RTN $116.96)
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Q: Hello Everyone,
Looking at these two stocks, they seem to have excellent momentum. What are your thoughts on these companies and the space they're in. Have I missed the boat or do you think there is room to run. Also which one do you prefer.
Regards
Luke

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Read Answer Asked by luke on October 25, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.11)
  • $209.11 P/E (TTM): 89.47X Cap: $290.47B
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Q: Hi, Shopify has bounced from recent lows. If you were still managing money would you participate in this uptrend or wait until the release of upcoming earnings.

Thanks!

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Read Answer Asked by Greg on October 25, 2017

• Cirrus Logic Inc. (CRUS $118.40)
  • $118.40 P/E (TTM): 17.07X Cap: $6.11B
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Q: Your analysis and commentary please on CRUS. Your input would be very helpful. I am looking for growth. CRUS has low PEG, good ROIC and seems to have attractive metrics. The market seems to be undervaluing CRUS and I wonder what I am missing. Thanks

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Read Answer Asked by Adam on October 25, 2017

• NVIDIA Corporation (NVDA $179.92)
  • $179.92 P/E (TTM): 50.43X Cap: $4.30T
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• GLOBAL X FDS (BOTZ $35.25)
  • $35.25 P/E (TTM): 60.55X Cap: $3B
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Q: I understand that NVDA is a leader in this field. Would you chase it at these prices? How can one invest in this sub-sector - individual stocks or ETFs?

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Read Answer Asked by sam on October 25, 2017

• InterDigital Inc. (IDCC $351.66)
  • $351.66 P/E (TTM): 24.09X Cap: $9.26B
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Q: I'm looking at InterDigital (IDCC). Low P/E, high dividend growth rate, not sure about debt load. Their growth and earnings appear to be via patent tech. What are your thoughts on IDCC for a growth investment in the US tech space?

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Read Answer Asked by LARRY on October 25, 2017

• Amphenol Corporation (APH $139.22)
  • $139.22 P/E (TTM): 46.97X Cap: $172.46B
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Q: Can I please have your thoughts and analysis of this company? Thank You.

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Read Answer Asked by Brian on October 25, 2017

• MKS Inc. (MKSI $155.94)
  • $155.94 P/E (TTM): 37.87X Cap: $10.50B
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Q: Hello everyone.. could you please comment on the latest earnings? Thx

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Read Answer Asked by luke on October 25, 2017

• EXFO Inc. Subordinate Voting Shares (EXF $7.81)
  • $7.81 Cap: $448M
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Q: Could you suggest a company with fiber optic cables production - maintenance,
for a 3 to 5 years ' investment.
Thank you.
P.

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Read Answer Asked by pascal on October 24, 2017

• Atlassian Corporation (TEAM $151.58)
  • $151.58 Cap: $39.34B
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Q: Although this UK, NASDAQ listed company is not in your usual wheelhouse, 5i (and Peter in particular) seem quite in tune with the tech area so I am hoping you can provide some information into this company.

It rose about 25% on Friday on its earnings report and has had stellar growth (I think) even without that bump. It is debt free and has money in the bank but does not yet turn a profit. I know individuals who deal with the company and they are quite impressed. Can you provide any further insight into this firm?

Appreciate all that you do.

Paul F.

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Read Answer Asked by Paul on October 24, 2017

• ADVISORSHARES NEW TECH AND MEDIA ETF (FNG $10.41)
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Q: Hi Peter I am looking at etf fng us tech stocks can I get you take on this? thanks Barry

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Read Answer Asked by BARRY on October 24, 2017

• EXFO Inc. Subordinate Voting Shares (EXF $7.81)
  • $7.81 Cap: $448M
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Q: Do you feel this company is worth keeping. I'm down 20% since buying it last April.

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Read Answer Asked by Susan on October 24, 2017

• Amazon.com Inc. (AMZN $233.88)
  • $233.88 P/E (TTM): 32.94X Cap: $2.49T
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• Meta Platforms Inc. (META $640.87)
  • $640.87 P/E (TTM): 28.7X Cap: $1.63T
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• Alphabet Inc. (GOOG $315.12)
  • $315.12 P/E (TTM): 31.6X Cap: $3.86T
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• Microsoft Corporation (MSFT $486.74)
  • $486.74 P/E (TTM): 34.99X Cap: $3.65T
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Q: I have never owned amazon, apple, google.microsoft, Facebook. I owned intel, Cisco and nvdia (sold way too soon) over the years. Could you rank which you would buy first in order of safety for five years. Thanks.

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Read Answer Asked by Helen on October 23, 2017

• HIVE Digital Technologies Ltd. (HIVE $4.42)
  • $4.42 P/E (TTM): 28.0X Cap: $1.11B
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Q: What are your thoughts on bloc.v? Up significantly yesterday, huge run YTD.

Thanks,

Eric

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Read Answer Asked by Erichsen on October 20, 2017

• Amplify Video Game Leaders ETF (GAMR $93.06)
  • $93.06 P/E (TTM): 19.67X Cap: $45M
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Q: I appreciate 5i does not follow the us market, but I would appreciate you comment if possible on the etf Gamr.
I am looking at a small position - reason: that gaming is a business as large or larger then the movie industry.
As a little btw - it looks like a large % of the top holdings are Canadian companies
Thanks

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Read Answer Asked by Leon on October 20, 2017

• Open Text Corporation (OTEX $47.21)
  • $47.21 P/E (TTM): 17.58X Cap: $11.85B
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Q: would selling absolute software and replacing with open text a good idea? brenda

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Read Answer Asked by brenda on October 20, 2017